Phase 5 Tool

Retirement Reality Check

Find out if you're on track for the retirement you want. Get a realistic picture of where you stand and what you need to do.

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Your Retirement Information

401k, IRA, and other retirement accounts

Total monthly retirement savings

% of current income needed in retirement

Retirement Planning Basics

Start Early

Time is your biggest advantage. Even small amounts invested early can grow significantly

Be Realistic

Account for inflation, healthcare costs, and lifestyle changes in your planning

Stay Consistent

Regular contributions and annual reviews will keep you on track for your goals

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